Invoice Payments
in progress
Paul Lutkajtis
Capture invoice payments from your customers, directly through Factory.
L
Little Trout
I would like it if the Xero invoice number was visible on the Invoiced Out workflow job card so that I could easily cross-reference between Factory & Xero when marking invoices sent in Xero. Or in an ideal world when the invoice is sent from Factory it marks it sent in Xero.
T
Tiny Chimpanzee
URGENTLY NEEDED: Apply/ record deposit or full payment to an order paid upfront by customers in Factory. We have issues with sending paid invoice to customer through Factory. This also causes a lot of confusion between our internal people and customers, as we have multiple people sitting on the admin.
My suggestion, you can put an active text 'apply payment' on the bottom right (Total section) similar to add markup, add discount active text. I hope this makes sense.
Paul Lutkajtis
Merged in a post:
Ability to send reminder for overdue invoices (Xero)
U
Urban Seahorse
Factory doesnt mark invoices as sent in Xero so Xero doesnt send the overdue reminder. This is probably not ideal anyway as the Xero reminder will link to the Xero version of the invoice and confuse the customer with 2 different versions of the same invoice. Ideally it would be ideal to send the overdue reminder straight out of Factory.
Paul Lutkajtis
I love this idea Urban Seahorse. We'll take a look at what would be involved. I'm going to merge this with our Invoice Payments item, as we can include it in the scope for that.
Paul Lutkajtis
Merged in a post:
Sync Payment Status from Xero
L
Lotus pink Dormouse
Hey Team,
It would be really helpful if our sales team could see when an invoice has been marked as paid in Xero directly within Factory. Since the sales team doesn’t have access to Xero, they currently need to wait for the accounts team to confirm payments or click on the Xero link, which can cause delays.
Paul Lutkajtis
marked this post as
in progress
Paul Lutkajtis
Merged in a post:
Invoice Sent/Viewed Status
S
Stuart Wheatley
Would like a status within Factory that shows if the customer has been sent, and if the customer has viewed the sent invoice.
Paul Lutkajtis
Merged in a post:
Mark invoices as paid
C
Cathy Sparkes
Mark invoices as paid, and display any outstanding amount
Paul Lutkajtis
marked this post as
planned